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Fidelity High Yield Factor ETF (FDHY) Institutional Ownership

$46.95 -0.19 (-0.40%)
As of 01:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity High Yield Factor ETF (NYSEARCA:FDHY)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$30.57M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$25.50M
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FDHY Institutional Buying and Selling by Quarter

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Fidelity High Yield Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Dentgroup LLC47,572$2.29M1.7%+78.4%0.610%
4/10/2025 Breakwater Capital Group14,662$704K0.1%+14.0%0.188%
4/10/2025 Financial Management Professionals Inc.1,025$49K0.0%-99.8%0.013%
4/4/2025 Moody National Bank Trust Division104,621$5.03M0.5%+3.4%1.341%
2/24/2025United Advisor Group LLC5,383$260K0.1%-22.6%0.085%
2/18/2025Sunbelt Securities Inc.12,997$627K0.1%+172.4%0.205%
2/18/2025Stonebridge Financial Planning Group LLC21,931$1.06M0.5%-6.4%0.345%
2/17/2025FWL Investment Management LLC1,740$84K0.0%-15.2%0.027%
2/17/2025Captrust Financial Advisors25,450$1.23M0.0%-22.8%0.401%
2/14/2025Jane Street Group LLC5,179$250K0.0%-69.2%0.082%
2/13/2025 Glass Jacobson Investment Advisors llc4,762$230K0.1%-23.3%0.075%
2/13/2025Raymond James Financial Inc.53,698$2.59M0.0%N/A0.846%
2/13/2025Advisory Services Network LLC165,991$8.01M0.1%-3.5%2.614%
2/12/2025JPMorgan Chase & Co.16,873$814K0.0%+35.4%0.266%
2/12/2025BG Investment Services Inc.17,934$865K0.9%N/A0.282%
2/11/2025LPL Financial LLC352,276$17.00M0.0%+9.6%5.548%
2/10/2025Axxcess Wealth Management LLC23,649$1.14M0.0%-38.4%0.372%
2/10/2025Commonwealth Equity Services LLC110,057$5.31M0.0%+24.8%1.733%
2/10/2025Avantax Advisory Services Inc.8,855$427K0.0%+78.5%0.139%
2/7/2025Evergreen Private Wealth LLC46,170$2.23M1.0%+2.4%0.727%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors15,645$755K0.1%+9.0%0.246%
2/6/2025Raymond James Financial Inc.53,698$2.59M0.0%N/A0.846%
2/3/2025Sigma Planning Corp22,490$1.09M0.0%+3.2%0.354%
1/31/2025Global Retirement Partners LLC736$36K0.0%+1,652.4%0.012%
1/29/2025Great Lakes Retirement Inc.24,136$1.17M0.2%+2.9%0.380%
1/28/2025Golden State Wealth Management LLC636$31K0.0%N/A0.010%
1/24/2025Flavin Financial Services Inc.73,738$3.56M3.4%N/A1.161%
1/21/2025Smith Chas P & Associates PA Cpas34,841$1.68M0.1%-27.9%0.549%
1/15/2025 Financial Management Professionals Inc.411,846$19.87M2.5%+4.3%6.486%
1/14/2025 Breakwater Capital Group12,858$620K0.1%+27.6%0.202%
1/13/2025 Moody National Bank Trust Division101,207$4.88M0.5%+1.9%1.594%
1/3/2025 Dentgroup LLC26,664$1.29M1.0%+18.2%0.420%
12/26/2024JPMorgan Chase & Co.12,465$615K0.0%+422.6%0.196%
11/18/2024Sunbelt Securities Inc.4,771$235K0.0%+11.3%0.075%
11/15/2024MML Investors Services LLC6,040$298K0.0%+12.1%0.095%
11/14/2024Captrust Financial Advisors32,974$1.63M0.0%-19.3%0.519%
11/8/2024Stonebridge Financial Planning Group LLC23,437$1.16M0.6%-5.1%0.369%
11/4/2024Sigma Planning Corp21,800$1.08M0.0%+1.9%0.343%
10/30/2024United Advisor Group LLC6,954$343K0.1%-4.8%0.110%
10/24/2024 Financial Management Professionals Inc.394,801$19.47M2.4%+12.4%6.217%
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10/23/2024Great Lakes Retirement Inc.23,448$1.16M0.1%N/A0.369%
10/17/2024OmniStar Financial Group Inc.43,435$2.15M1.6%+150.4%0.684%
10/11/2024Smith Chas P & Associates PA Cpas48,306$2.38M0.1%-19.9%0.761%
10/9/2024 Freestate Advisors LLC5,795$286K0.3%N/A0.091%
10/2/2024 Dentgroup LLC22,567$1.11M0.8%N/A0.355%
8/12/2024 Glass Jacobson Investment Advisors llc6,374$305K0.1%-9.8%0.100%
8/10/2024Axxcess Wealth Management LLC38,313$1.83M0.0%N/A0.603%
8/8/2024Stonebridge Financial Planning Group LLC24,709$1.18M0.6%-32.6%0.389%
8/2/2024Larson Financial Group LLC800$38K0.0%N/A0.013%
7/31/2024Commonwealth Equity Services LLC112,906$5.39M0.0%+14.2%1.778%
7/29/2024Smith Chas P & Associates PA Cpas60,306$2.88M0.2%-16.3%0.950%
7/27/2024OmniStar Financial Group Inc.17,344$829K0.8%+14.5%0.273%
7/26/2024 Breakwater Capital Group8,942$427K0.1%+35.2%0.141%
7/10/2024 Apella Capital LLC4,202$202K0.0%-5.3%0.066%
5/16/2024B. Riley Wealth Advisors Inc.4,772$219K0.0%N/A0.075%
5/14/2024CreativeOne Wealth LLC7,457$358K0.0%+55.3%0.117%
5/7/2024Shared Vision Wealth Group LLC5,869$282K0.2%-61.4%0.092%
5/6/2024Advisory Services Network LLC176,271$8.46M0.2%-2.3%2.776%
5/2/2024Lincoln National Corp104,367$5.01M0.1%-1.4%1.644%
4/30/2024Hartline Investment Corp14,425$692K0.1%N/A0.227%
4/25/2024Smith Chas P & Associates PA Cpas72,013$3.46M0.2%N/A1.134%
4/18/2024 Breakwater Capital Group6,615$318K0.1%N/A0.110%
4/16/2024 Financial Management Professionals Inc.310,726$14.92M2.2%+5.2%5.179%
4/15/2024Sunbelt Securities Inc.4,257$204K0.0%+26.4%0.071%
4/10/2024 Apella Capital LLC4,437$213K0.0%-4.9%0.074%
2/9/2024Advisory Services Network LLC180,356$8.64M0.2%+53.3%3.006%
2/9/2024CreativeOne Wealth LLC4,802$231K0.0%-12.5%0.080%
2/8/2024Shared Vision Wealth Group LLC15,223$730K0.5%N/A0.254%
2/7/2024Avantax Advisory Services Inc.4,416$212K0.0%N/A0.074%
2/7/2024Principal Securities Inc.1,040$50K0.0%N/A0.017%
2/6/2024Lincoln National Corp105,886$5.07M0.1%+2.7%1.765%
2/5/2024Stonebridge Financial Planning Group LLC37,328$1.79M1.0%-26.0%0.622%
2/1/2024Sigma Planning Corp11,903$570K0.0%-50.5%0.198%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors14,465$693K0.1%-37.7%0.241%
1/25/2024International Assets Investment Management LLC21,710$1.04M0.0%N/A0.362%
1/24/2024International Assets Investment Management LLC21,710$1.04M0.0%N/A0.362%
1/22/2024 Glass Jacobson Investment Advisors llc6,614$317K0.1%-38.3%0.110%
1/12/2024Mutual Advisors LLC16,597$795K0.0%-26.2%0.277%
1/12/2024Fortitude Family Office LLC984$47K0.0%N/A0.016%
1/12/2024 Financial Management Professionals Inc.295,233$14.15M2.3%-6.7%4.921%
1/5/2024 Apella Capital LLC4,668$222K0.0%-19.3%0.078%
12/1/2023B. Riley Wealth Advisors Inc.4,772$219K0.0%N/A0.080%
11/21/2023GUNN & Co INVESTMENT MANAGEMENT INC.36,065$1.65M1.4%N/A0.601%
11/14/2023Mutual Advisors LLC22,494$1.03M0.0%N/A0.375%
11/13/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors23,233$1.06M0.2%-2.6%0.387%
11/13/2023LPL Financial LLC190,018$8.68M0.0%+34.0%3.167%
11/13/2023Kestra Advisory Services LLC8,371$383K0.0%+27.2%0.140%
11/8/2023Stonebridge Financial Planning Group LLC50,439$2.31M1.4%-15.5%0.841%
11/7/2023 Glass Jacobson Investment Advisors llc10,728$490K0.2%-7.2%0.179%
11/6/2023Sigma Planning Corp24,028$1.10M0.0%-10.9%0.400%
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11/6/2023Lincoln National Corp103,112$4.71M0.1%+4.7%1.719%
11/6/2023Summit X LLC13,341$610K0.2%-25.1%0.222%
11/3/2023Private Advisor Group LLC5,323$243K0.0%+5.9%0.089%
10/23/2023Commonwealth Equity Services LLC130,871$5.98M0.0%-6.5%2.181%
10/17/2023CreativeOne Wealth LLC5,487$251K0.0%-17.8%0.091%
10/13/2023 Financial Management Professionals Inc.316,523$14.47M2.5%+64,761.3%5.275%
8/15/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors23,842$1.11M0.3%+11.8%0.397%
8/10/2023GeoWealth Management LLC1,610$75K0.0%-76.6%0.027%
8/10/2023Commonwealth Equity Services LLC140,017$6.51M0.0%-9.0%2.334%
8/10/2023Summit X LLC17,811$829K0.2%-4.2%0.297%
(Data available from 1/1/2016 forward)

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FDHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDHY shares?

During the previous two years, 53 institutional investors and hedge funds held shares of Fidelity High Yield Factor ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($23.98B), LPL Financial LLC ($17.00M), Advisory Services Network LLC ($8.01M), Commonwealth Equity Services LLC ($5.31M), Moody National Bank Trust Division ($5.03M), Lincoln National Corp ($5.01M), and Flavin Financial Services Inc. ($3.56M).Learn more on FDHY's institutional investors.

Which institutional investors have been buying Fidelity High Yield Factor ETF stock?

Of the 46 institutional investors that purchased Fidelity High Yield Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Management Professionals Inc. ($392.08K), LPL Financial LLC ($153.89K), Raymond James Financial Inc. ($107.40K), Smith Chas P & Associates PA Cpas ($104.34K), Flavin Financial Services Inc. ($73.74K), Advisory Services Network LLC ($62.74K), and Dentgroup LLC ($47.57K).

How much institutional buying is happening at Fidelity High Yield Factor ETF?

Institutional investors have bought a total of 1,406,416 shares in the last 24 months. This purchase volume represents approximately $66.54M in transactions.

Which Fidelity High Yield Factor ETF major shareholders have been selling company stock?

Of the 23 institutional investors that sold Fidelity High Yield Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Management Professionals Inc. ($432.11K), Smith Chas P & Associates PA Cpas ($37.17K), Stonebridge Financial Planning Group LLC ($37.14K), Commonwealth Equity Services LLC ($35.51K), LPL Financial LLC ($27.78K), GeoWealth Management LLC ($19.52K), and IFP Advisors Inc ($16.48K).

How much institutional selling is happening at Fidelity High Yield Factor ETF?

Institutional investors have sold a total of 733,007 shares in the last 24 months. This volume of shares sold represents approximately $35.03M in transactions.


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This page (NYSEARCA:FDHY) was last updated on 4/16/2025 by MarketBeat.com Staff
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